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Contract Administration and Project Management Forms

AIA Contract Administration and Project Management forms are generally useful for all project delivery methods. The variety of forms in this group includes qualification statements, bonds, requests for information, change orders, construction change directives, and payment applications and certificates. These forms can be used on small to large projects.

A305–1986, Contractor’s Qualification Statement
An owner preparing to request bids or to award a contract for a construction project often requires a means of verifying the background, references, and financial stability of any contractor being considered. These factors, along with the time frame for construction, are important for an owner to investigate. Using AIA Document A305™–1986, the contractor may provide a sworn, notarized statement and appropriate attachments to elaborate on important aspects of the contractor’s qualifications.

A310–2010, Bid Bond
AIA Document A310™–2010, a simple, one-page form, establishes the maximum penal amount that may be due to the owner if the selected bidder fails to execute the contract or fails to provide any required performance and payment bonds. NOTE: A310–2010 replaces A310–1970 (expired December 2011).

A312–2010, Performance Bond and Payment Bond
AIA Document A312™–2010 incorporates two bonds—one covering the contractor’s performance, and the other covering the contractor’s obligations to pay subcontractors and others for material and labor. In addition, AIA Document A312–2010 obligates the surety to act responsively to the owner’s requests for discussions aimed at anticipating or preventing a contractor’s default. NOTE: A312–2010 replaces A312–1984 (expired December 2011).

B305–1993 (formerly B431–1993), Architect’s Qualification Statement
AIA Document B305™–1993 is a standardized outline form on which the architect may enter information that a client may wish to review before selecting the architect. The owner may use AIA Document B305–1993 as part of a request for proposal or as a final check on the architect’s credentials. Under some circumstances, B305–1993 may be attached to the owner/architect agreement to show—for example, the team of professionals and consultants expected to be employed on the project. NOTE: B305–1993 was renumbered in 2007, but its content remains the same as in AIA Document B431™–1993 (expired 2009).

D101–1995, The Architectural Area and Volume of Buildings, 1995 Edition
This document establishes definitions for methods of calculating the architectural area and volume of buildings. AIA Document D101™–1995 also covers interstitial space and office, retail, and residential areas.

D200–1995, Project Checklist
The project checklist is a convenient listing of tasks a practitioner may perform on a given project. This checklist will assist the architect in recognizing required tasks and in locating the data necessary to fulfill assigned responsibilities. By providing space for notes on actions taken, assignment of tasks, and time frames for completion, AIA Document D200™–1995 may also serve as a permanent record of the owner’s, contractor’s and architect’s actions and decisions.

G601–1994, Request for Proposal—Land Survey
AIA Document G601™–1994 allows owners to request proposals from a number of surveyors based on information deemed necessary by the owner and architect. G601–1994 allows owners to create a request for proposal through checking appropriate boxes and filling in project specifics, thus avoiding the costs associated with requesting unnecessary information. G601–1994 may be executed to form the agreement between the owner and the land surveyor once an understanding is reached.

G602–1993, Request for Proposal—Geotechnical Services
Similar in structure and format to AIA Document G601™–1994, AIA Document G602™–1993 can form the agreement between the owner and the geotechnical engineer. It allows the owner to tailor the proposal request to address the specific needs of the project. In consultation with the architect, the owner establishes the parameters of service required and evaluates submissions based on criteria such as time, cost, and overall responsiveness to the terms set forth in the request for proposal. When an acceptable submission is selected, the owner signs the document in triplicate, returning one copy to the engineer and one to the architect, thus forming the agreement between owner and geotechnical engineer.

G612–2001, Owner’s Instructions to the Architect
AIA Document G612™–2001 is a questionnaire, drafted to elicit information from the owner regarding the nature of the construction contract. AIA Document G612–2001 is divided into three parts: Part A relates to contracts, Part B relates to insurance and bonds, and Part C deals with bidding procedures. The order of the parts follows the project’s chronological sequence to match the points in time when the information will be needed. Because many of the items relating to the contract will have some bearing on the development of construction documents, it is important to place Part A in the owner’s hands at the earliest possible phase of the project. The owner’s responses to Part A will lead to a selection of the appropriate delivery method and contract forms, including the general conditions. Part B naturally follows after selection of the general conditions because insurance and bonding information is dependent upon the type of general conditions chosen. Answers to Part C will follow as the contract documents are further developed.

G701–2001, Change Order
AIA Document G701™–2001 is for implementing changes in the work agreed to by the owner, contractor, and architect. Execution of a completed AIA Document G701–2001 indicates agreement upon all the terms of the change, including any changes in the contract sum (or guaranteed maximum price) and contract time. The form provides space for the signatures of the owner, architect and contractor, and for a complete description of the change.

G701S–2001, Change Order, Subcontractor Variation
AIA Document G701S™–2001 modifies AIA Document G701™—2001 for use by subcontractors. Modifications to G701–2001 are shown as tracked changes revisions—that is, additional material is underlined; deleted material is crossed out. NOTE: G701S–2001 is not available in print, but is available in AIA Contract Documents® software and from the AIA Documents on Demand® service.

G702–1992, Application and Certificate for Payment
AIA Documents G702™–1992, Application and Certificate for Payment, and G703™–1992, Continuation Sheet, provide convenient and complete forms on which the contractor can apply for payment and the architect can certify that payment is due. The forms require the contractor to show the status of the contract sum to date, including the total dollar amount of the work completed and stored to date, the amount of retainage (if any), the total of previous payments, a summary of change orders, and the amount of current payment requested. AIA Document G703–1992 breaks the contract sum into portions of the work in accordance with a schedule of values prepared by the contractor as required by the general conditions. NOTE: The AIA does not publish a standard schedule of values form.

AIA Document G702–1992 serves as both the contractor’s application and the architect’s certification. Its use can expedite payment and reduce the possibility of error. If the application is properly completed and acceptable to the architect, the architect’s signature certifies to the owner that a payment in the amount indicated is due to the contractor. The form also allows the architect to certify an amount different than the amount applied for, with explanation provided by the architect.

G702S–1992, Application and Certificate for Payment, Subcontractor Variation
AIA Document G702S™–1992 modifies AIA Document G702™–1992 for use by subcontractors. Modifications to G702–1992 are shown as tracked changes revisions—that is, additional material is underlined; deleted material is crossed out. NOTE: G702S–1992 is not available in print, but is available in AIA Contract Documents® software and from the AIA Documents on Demand® service.

G703–1992, Continuation Sheet
AIA Documents G702™–1992, Application and Certificate for Payment, and G703™–1992, Continuation Sheet, provide convenient and complete forms on which the contractor can apply for payment and the architect can certify that payment is due. The forms require the contractor to show the status of the contract sum to date, including the total dollar amount of the work completed and stored to date, the amount of retainage (if any), the total of previous payments, a summary of change orders, and the amount of current payment requested. AIA Document G703–1992 breaks the contract sum into portions of the work in accordance with a schedule of values prepared by the contractor as required by the general conditions. NOTE: The AIA does not publish a standard schedule of values form.

G703S–1992, Continuation Sheet, Subcontractor Variation
AIA Document G703S™–1992 modifies AIA Document G703™—1992 for use by subcontractors. Modifications to G703—1992 are shown as tracked changes revisions—that is, additional material is underlined; deleted material is crossed out. NOTE: G701S–1992 is not available in print, but is available in AIA Contract Documents® software and from the AIA Documents on Demand® service.

G704–2000, Certificate of Substantial Completion
AIA Document G704™–2000 is a standard form for recording the date of substantial completion of the work or a designated portion thereof. The contractor prepares a list of items to be completed or corrected, and the architect verifies and amends this list. If the architect finds that the work is substantially complete, the form is prepared for acceptance by the contractor and the owner, and the list of items to be completed or corrected is attached. In AIA Document G704–2000, the parties agree on the time allowed for completion or correction of the items, the date when the owner will occupy the work or designated portion thereof, and a description of responsibilities for maintenance, heat, utilities and insurance.

G705–2001 (formerly G805–2001), List of Subcontractors
AIA Document G705™–2001 is a form for listing subcontractors and others proposed to be employed on a project as required by the bidding documents. It is to be filled out by the contractor and returned to the architect for submission to the owner. NOTE: AIA Document G705–2001 was renumbered in 2007, but its content remains the same as in AIA Document G805™–2001 (expired 2009).

G706–1994, Contractor’s Affidavit of Payment of Debts and Claims
The contractor submits this affidavit with the final request for payment, stating that all payrolls, bills for materials and equipment, and other indebtedness connected with the work for which the owner might be responsible has been paid or otherwise satisfied. AIA Document G706™–1994 requires the contractor to list any indebtedness or known claims in connection with the construction contract that have not been paid or otherwise satisfied. The contractor may also be required to furnish a lien bond or indemnity bond to protect the owner with respect to each exception.

G706A–1994, Contractor’s Affidavit of Release of Liens
AIA Document G706A™–1994 supports AIA Document G706™–1994 in the event that the owner requires a sworn statement of the contractor stating that all releases or waivers of liens have been received. In such event, it is normal for the contractor to submit AIA Documents G706–1994 and G706A–1994 along with attached releases or waivers of liens for the contractor, all subcontractors, and others who may have lien rights against the owner’s property. The contractor is required to list any exceptions to the sworn statement provided in G706A–1994, and may be required to furnish to the owner a lien bond or indemnity bond to protect the owner with respect to such exceptions.

G707–1994, Consent of Surety to Final Payment
AIA Document G707™–1994 is intended for use as a companion to AIA Document G706™–1994, Contractor’s Affidavit of Payment of Debts and Claims, on construction projects where the contractor is required to furnish a bond. By obtaining the surety’s approval of final payment to the contractor and its agreement that final payment will not relieve the surety of any of its obligations, the owner may preserve its rights under the bond.

G707A–1994, Consent of Surety to Final Reduction in or Partial Release of Retainage
This is a standard form for use when a surety company is involved and the owner/contractor agreement contains a clause whereby retainage is reduced during the course of the construction project. When duly executed, AIA Document G707A™–1994 assures the owner that such reduction or partial release of retainage does not relieve the surety of its obligations.

G709–2001, Work Changes Proposal Request
This form is used to obtain price quotations required in the negotiation of change orders. AIA Document G709™–2001 is not a change order or a direction to proceed with the work. It is simply a request to the contractor for information related to a proposed change in the construction contract. AIA Document G709–2001 provides a clear and concise means of initiating the process for changes in the work.

G710–1992, Architect’s Supplemental Instructions
AIA Document G710™–1992 is used by the architect to issue additional instructions or interpretations or to order minor changes in the work. It is intended to assist the architect in performing its obligations as interpreter of the contract documents in accordance with the owner/architect agreement and the general conditions of the contract for construction. AIA Document G710–1992 should not be used to change the contract sum or contract time. It is intended to help the architect perform its services with respect to minor changes not involving adjustment in the contract sum or contract time. Such minor changes are authorized under Section 7.4 of AIA Document A201™–2007.

G711–1972, Architect’s Field Report
The architect’s project representative can use this standard form to maintain a concise record of site visits or, in the case of a full-time project representative, a daily log of construction activities.

G712–1972, Shop Drawing and Sample Record
AIA Document G712™–1972 is a standard form by which the architect can log and monitor shop drawings and samples. The form allows the architect to document receipt of the contractor’s submittals, subsequent referrals of the submittals to the architect’s consultants, action taken, and the date returned to the contractor. AIA Document G712–1972 can also serve as a permanent record of the chronology of the submittal process.

G714–2007 (formerly G714–2001), Construction Change Directive
AIA Document G714™–2007 is a directive for changes in the Work for use where the owner and contractor have not reached an agreement on proposed changes in the contract sum or contract time. AIA Document G714–2007 was developed as a directive for changes in the work which, if not expeditiously implemented, might delay the project. Upon receipt of a completed G714–2007, the contractor must promptly proceed with the change in the work described therein. NOTE: G714–2001 expired in 2009.

G715–1991, Supplemental Attachment for ACORD Certificate of Insurance 25-S
AIA Document G715™–1997 is intended for use in adopting ACORD Form 25-S to certify the coverage required of contractors under AIA Document A201™–2007, General Conditions of the Contract for Construction. Since the ACORD certificate does not have space to show all the coverages required in AIA Document A201–2007, the Supplemental Attachment form should be completed, signed by the contractor’s insurance representative, and attached to the ACORD certificate.

G716–2004, Request for Information (RFI)
AIA Document G716™–2004 provides a standard form for an owner, architect and contractor to request further information from each other during construction. The form asks the requesting party to list the relevant drawing, specification or submittal reviewed in attempting to find the information. Neither the request nor the response received provides authorization for work that increases the cost or time of the project.

G801–2007 (formerly G605–2000), Notification of Amendment to the Professional Services Agreement
AIA Document G801™–2007 is intended to be used by an architect when notifying an owner of a proposed amendment to the AIA’s owner/architect agreements, such as AIA Document B101™–2007. NOTE: G605–2000 expired in 2009.

G802–2007 (formerly G606–2000), Amendment to the Professional Services Agreement
AIA Document G802™–2007 is intended to be used by an architect when amending the professional services provisions in the AIA’s owner/architect agreements, such as AIA Document B101™–2007. NOTE: G606–2000 expired in 2009.

G803–2007 (formerly G607–2000), Amendment to the Consultant Services Agreement
AIA Document G803™–2007 is intended for use by an architect or consultant when amending the professional services provisions in the AIA’s architect-consultant agreement, AIA Document C401™–2007. NOTE: G607–2000 expired in 2009.

G804–2001, Register of Bid Documents
AIA Document G804™–2001 serves as a log for bid documents while they are in the possession of contractors, subcontractors, and suppliers during the bidding process. The form allows tracking by bidder of documents issued, deposits received, and documents and deposits returned. AIA Document G804–2001 is particularly useful as a single point of reference when parties interested in the project call for information during the bidding process.

G807–2001, Project Team Directory
AIA Document G807™–2001 is used as a single point of reference for basic information about project team members including the owner, architect’s consultants, contractor and other entities. AIA Document G807–2001 differs from AIA Document G808™–2001, Project Data, which contains only data about the project and project site. G807–2001 should be carefully checked against the owner/architect agreement so that specific requirements as to personnel representing the owner and those involved with the architect in providing services are in conformance with the agreement.

G808–2001, Project Data
AIA Document G808™–2001 is used for recording information about approvals and zoning and building code issues gathered in the course of providing professional services. AIA Document G808–2001 should be completed piece by piece as a project progresses and periodically reviewed to ensure information relevance. The attached worksheet, AIA Document G808A™–2001, Construction Classification Worksheet, can be used to supplement the G808–2001.

G808A–2001, Construction Classification Worksheet
AIA Document G808A™–2001, Construction Classification Worksheet, can be used to supplement AIA Document G808™–2001, which is used for recording information about approvals and zoning and building code issues gathered in the course of providing professional services. AIA Document G808–2001 should be completed piece by piece as a project progresses and periodically reviewed to ensure information relevance. AIA Document G808A–2001 can help a design team work through the range of code compliance combinations available before choosing a final compliance strategy.

G809–2001, Project Abstract
AIA Document G809™–2001 establishes a brief, uniform description of project data to be used in the tabulation of architect marketing information and firm statistics. The intent is to provide a single sheet summary where information can be sorted, compiled, and summarized to present a firm’s experience. Information compiled in AIA Document G809–2001 can support planning for similar projects and answer questions pertaining to past work.

G810–2001, Transmittal Letter
AIA Document G810™–2001 allows for the orderly flow of information between parties involved in the design and construction phase of a project. It serves as a written record of the exchange of project information and acts as a checklist reminding the sender to tell the recipient what exactly is being sent, how the material is being sent, and why it is being sent.

For questions about the content of specific documents, which document to use, or how to complete a document, call (202) 626-7526 or contact docinfo@aia.org. Also visit the AIA Contract Documents Knowledge Base, which answers some 500 questions about purchasing documents, using AIA Contract Documents® software, and selecting and understanding AIA documents and forms.